Seniors have until the end of August 2026 to submit the EPD-21 form, which stops income tax deductions and may increase the net amount of their September 14th pension payment. <\/p>\n
The September payout of the 14th pension is approaching. Many seniors are unaware that they can take action before the payment is processed to influence the net amount they receive. Because the required document must be submitted in advance, time is limited.<\/p>\n
The EPD-21 form is a request to stop income tax advances. Once submitted, ZUS stops deducting PIT from pensions and additional benefits, including the 13th and 14th pension. This is not a benefit increase; it is simply money that would otherwise be withheld as tax and refunded only after the annual tax filing.<\/p>\n
This measure primarily benefits individuals with annual incomes not exceeding 30,000 PLN. For them, stopping tax deductions means a higher payout in September without waiting for a tax refund from the tax office.<\/p>\n
Calculations show the difference can range from approximately 175 PLN for those receiving the minimum pension to 225 PLN for those with a monthly pension of around 2,400 PLN gross.<\/p>\n
The form does not take effect immediately, as ZUS applies it starting from the month following the submission. To influence the September 14th pension payment, the document must be filed by the end of August.<\/p>\n
The EPD-21 form is not beneficial for every retiree. It may cause problems if a senior’s total annual income exceeds 30,000 PLN. This includes those receiving a second pension, working while retired, or earning other taxable income, such as from property rentals.<\/p>\n
In such cases, the lack of tax advances may lead to a tax deficit. After the annual tax settlement, the tax office may require the taxpayer to pay the difference.<\/p>\n
The EPD-21 form does not expire after one year. Unless a senior withdraws the document, it remains in effect for subsequent years. Retirees should carefully analyze their financial situation before deciding to submit the form to avoid potential tax burdens in 2027.<\/p>\n","protected":false},"excerpt":{"rendered":"
Seniors have until the end of August 2026 to submit the EPD-21 form, which stops income tax deductions and may increase the net amount of their September 14th pension payment. Increasing the 14th Pension Payout The September payout of the 14th pension is approaching. Many seniors are unaware that they can take action before the […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"wpai_generated_summary":"","footnotes":""},"categories":[40],"tags":[],"class_list":["post-8130","post","type-post","status-publish","format-standard","hentry","category-business"],"_links":{"self":[{"href":"https:\/\/bizonews.com\/pl\/wp-json\/wp\/v2\/posts\/8130","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bizonews.com\/pl\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bizonews.com\/pl\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bizonews.com\/pl\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/bizonews.com\/pl\/wp-json\/wp\/v2\/comments?post=8130"}],"version-history":[{"count":0,"href":"https:\/\/bizonews.com\/pl\/wp-json\/wp\/v2\/posts\/8130\/revisions"}],"wp:attachment":[{"href":"https:\/\/bizonews.com\/pl\/wp-json\/wp\/v2\/media?parent=8130"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bizonews.com\/pl\/wp-json\/wp\/v2\/categories?post=8130"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bizonews.com\/pl\/wp-json\/wp\/v2\/tags?post=8130"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}